801
Technoprobe
TPRO · MI
Technoprobe Deep Value Analysis 4. Juni 2026 Beobachten
38 /100
Eher schwach
— 5. Juni 2026
802
Fundrise Innovation Fund
VCX · USA
Fundrise Innovation Fund Deep Value Investment Analysis 4. Juni 2026 Meiden
38 /100
Eher schwach
— 4. Juni 2026
803
Voyager Technologies, Inc.
VOYG · USA
Voyager Technologies Research from a Long-Term Owner's Perspective 4. Juni 2026 Beobachten
38 /100
Eher schwach
— 5. Juni 2026
804
Applied Optoelectronics, Inc.
AAOI · USA
Applied Optoelectronics Deep-Dive Research 31. Mai 2026 Halten
38 /100
Eher schwach
— 5. Juni 2026
805
Charles River Laboratories International, Inc.
CRL · USA
Charles River Laboratories Deep Value Investment Research 31. Mai 2026 Beobachten
38 /100
Eher schwach
— 10. Juni 2026
806
Henry Schein, Inc.
HSIC · USA
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31. Mai 2026 Beobachten
38 /100
Eher schwach
— 7. Juni 2026
807
Alliant Energy Corporation
LNT · USA
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective 30. Mai 2026 Beobachten
38 /100
Eher schwach
53/100 10. Juni 2026
808
China Merchants Energy Shipping Co., Ltd.
601872 · Shanghai
China Merchants Energy Shipping: A CNY 6.19 Billion H1 Tanker Windfall Meets 151 VLCC Orders, and CNY 22.36 Already Prices a Prolonged Boom 20. September 2026 Beobachten
37 /100
Eher schwach
39/100 20. September 2026
809
Gaming and Leisure Properties, Inc.
GLPI · USA
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent 14. September 2026 Halten
37 /100
Eher schwach
67/100 14. September 2026
810
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone 10. September 2026 Beobachten
37 /100
Eher schwach
— 10. September 2026
811
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety 5. September 2026 Halten
37 /100
Eher schwach
80/100 5. September 2026
812
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control 2. September 2026 Beobachten
37 /100
Eher schwach
74/100 4. September 2026
813
Mueller Industries, Inc.
MLI · USA
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value 31. August 2026 Halten
37 /100
Eher schwach
72/100 31. August 2026
814
Reliance, Inc.
RS · USA
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band 30. August 2026 Halten
37 /100
Eher schwach
65/100 30. August 2026
815
Encompass Health Corporation
EHC · USA
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety 25. August 2026 Halten
37 /100
Eher schwach
73/100 25. August 2026
816
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 20. August 2026 Halten
37 /100
Eher schwach
78/100 20. August 2026
817
Pfizer Inc.
PFE · USA
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7. August 2026 Halten
37 /100
Eher schwach
— 7. August 2026
818
The Boeing Company
BA · USA
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3. August 2026 Halten
37 /100
Eher schwach
— 3. August 2026
819
Booz Allen Hamilton Holding Corporation
BAH · USA
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1. August 2026 Halten
37 /100
Eher schwach
76/100 1. August 2026
820
Furukawa Electric Co., Ltd.
5801 · TSE
Furukawa Electric: A Real AI-Optics Transition the Market Has Already Priced In 24. Juli 2026 Beobachten
37 /100
Eher schwach
— 24. Juli 2026
821
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve 13. Juli 2026 Halten
37 /100
Eher schwach
42/100 13. Juli 2026
822
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven 11. Juli 2026 Halten
37 /100
Eher schwach
— 11. Juli 2026
823
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1. Juli 2026 Halten
37 /100
Eher schwach
— 1. Juli 2026
824
Toll Brothers, Inc.
TOL · USA
Toll Brothers Tiefgehende Aktienanalyse 15. Juni 2026 Halten
37 /100
Eher schwach
71/100 15. Juni 2026
825
ICON plc
ICLR · USA
ICON plc In-Depth Research 12. Juni 2026 Halten
37 /100
Eher schwach
— 13. Juni 2026
826
Wolfspeed, Inc.
WOLF · USA
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater 12. Juni 2026 Beobachten
37 /100
Eher schwach
— 13. Juni 2026
827
Shanghai Biren Technology Co., Ltd.
6082 · Hongkong
Biren Technology Deep-Dive Research 11. Juni 2026 Beobachten
37 /100
Eher schwach
— 11. Juni 2026
828
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9. Juni 2026 Beobachten
37 /100
Eher schwach
— 9. Juni 2026
829
National Silicon Industry Group Co., Ltd.
688126 · Shanghai
A Long-Term Business Owner's Research Report on National Silicon Industry Group 9. Juni 2026 Beobachten
37 /100
Eher schwach
— 9. Juni 2026
830
Oklo Inc.
OKLO · USA
Oklo (OKLO.US) Zen Horizon Research Report 8. Juni 2026 Beobachten
37 /100
Eher schwach
— 8. Juni 2026
831
Cognex Corporation
CGNX · USA
Cognex Zen Horizon Framework Deep Dive: The Eyes of Machine Vision, a Great Business at an Expensive Price 5. Juni 2026 Beobachten
37 /100
Eher schwach
— 5. Juni 2026
832
Joby Aviation, Inc.
JOBY · USA
Joby Aviation (JOBY.US) Zen Horizon Research Report 5. Juni 2026 Beobachten
37 /100
Eher schwach
— 5. Juni 2026
833
Xizhi Technology / Lightelligence
1879 · Hongkong
Lightelligence Deep Research 4. Juni 2026 Meiden
37 /100
Eher schwach
— 4. Juni 2026
834
LongBio Pharma
1779 · Hongkong
LongBio Pharma-B Vertical and Horizontal Analysis 3. Juni 2026 Beobachten
37 /100
Eher schwach
— 5. Juni 2026
835
Amphenol Corporation
APH · USA
Amphenol Long-Term Owner Perspective Research 3. Juni 2026 Beobachten
37 /100
Eher schwach
83/100 6. Juni 2026
836
Hormel Foods Corporation
HRL · USA
Hormel Foods Deep Value Investment Research 31. Mai 2026 Beobachten
37 /100
Eher schwach
— 8. Juni 2026
837
Viper Energy, Inc.
VNOM · USA
Viper Energy Deep-Dive Research 31. Mai 2026 Halten
37 /100
Eher schwach
— 5. Juni 2026
838
Associated British Foods plc
ABF · LSE
Associated British Foods plc: Primark, FoodCo and the Value of the Split 7. September 2026 Halten
36 /100
Eher schwach
— 7. September 2026
839
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent 7. September 2026 Halten
36 /100
Eher schwach
— 7. September 2026
840
Recursion Pharmaceuticals, Inc.
RXRX · USA
Recursion Pharmaceuticals: A Sub-$375m Cost Reset Buys Runway into Early 2028, but $3.63 Already Pays for About 66% of a $1.28bn Platform Option 5. September 2026 Beobachten
36 /100
Eher schwach
— 6. September 2026
841
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value 11. August 2026 Halten
36 /100
Eher schwach
— 11. August 2026
842
Kinross Gold Corporation
KGC · USA
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety 30. Juli 2026 Halten
36 /100
Eher schwach
27/100 30. Juli 2026
843
Plug Power Inc.
PLUG · USA
Plug Power: A Real Turnaround With Zero Margin of Safety 24. Juli 2026 Beobachten
36 /100
Eher schwach
— 24. Juli 2026
844
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet 23. Juli 2026 Halten
36 /100
Eher schwach
— 24. Juli 2026
845
Sanmina Corporation
SANM · USA
Sanmina Corporation 23. Juli 2026 Halten
36 /100
Eher schwach
54/100 23. Juli 2026
846
Trina Solar Co., Ltd.
688599 · Shanghai
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater 16. Juli 2026 Halten
36 /100
Eher schwach
— 16. Juli 2026
847
Aeva Technologies, Inc.
AEVA · USA
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won 5. Juli 2026 Beobachten
36 /100
Eher schwach
— 5. Juli 2026
848
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof 29. Juni 2026 Halten
36 /100
Eher schwach
— 29. Juni 2026
849
AngloGold Ashanti plc
AU · USA
AngloGold Ashanti: A Re-Rated Major Gold Miner in Transition, Cash-Rich but Reserve-Light and Priced Near Fair Value 25. Juni 2026 Halten
36 /100
Eher schwach
26/100 25. Juni 2026
850
Gold Fields Limited
GFI · USA
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk 25. Juni 2026 Vorsichtiger Kauf
36 /100
Eher schwach
39/100 25. Juni 2026
851
GlobalFoundries Inc.
GFS · USA
GlobalFoundries (GFS) Zen Horizon Research Report 5. Juni 2026 Beobachten
36 /100
Eher schwach
— 5. Juni 2026
852
Roche Holding AG
ROG · SW
Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth 5. Juni 2026 Halten
36 /100
Eher schwach
92/100 5. Juni 2026
853
Empyrean Technology
301269 · Shenzhen
In-Depth Value Investment Analysis of Empyrean Technology 4. Juni 2026 Beobachten
36 /100
Eher schwach
— 5. Juni 2026
854
BlackSky Technology, Inc.
BKSY · USA
BlackSky Technology Research from a Long-Term Owner's Perspective 4. Juni 2026 Meiden
36 /100
Eher schwach
— 5. Juni 2026
855
Frequency Electronics, Inc.
FEIM · USA
Frequency Electronics: A Long-Term Owner's Research View 3. Juni 2026 Beobachten
36 /100
Eher schwach
— 5. Juni 2026
856
KDDI Corporation
KDDIY · USA
KDDI From a Long-Term Owner's Perspective 3. Juni 2026 Beobachten
36 /100
Eher schwach
72/100 5. Juni 2026
857
Wynn Resorts, Limited
WYNN · USA
Wynn Resorts Deep Value Investment Research 31. Mai 2026 Beobachten
36 /100
Eher schwach
— 7. Juni 2026
858
Host Hotels & Resorts, Inc.
HST · USA
Host Hotels & Resorts Deep Value Investment Research 30. Mai 2026 Beobachten
36 /100
Eher schwach
26/100 10. Juni 2026
859
Stanley Black & Decker, Inc.
SWK · USA
Stanley Black & Decker Deep Value Investment Research 30. Mai 2026 Beobachten
36 /100
Eher schwach
— 7. Juni 2026
860
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety 4. September 2026 Halten
35 /100
Eher schwach
41/100 4. September 2026
861
Uni-President China Holdings Ltd.
0220 · Hongkong
Uni-President China: A 7% Yield Backed by a 100% Payout, but the Beverage Arm That Is Almost Two-Thirds of Sales Has Stopped Growing 26. August 2026 Halten
35 /100
Eher schwach
— 26. August 2026
862
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 25. August 2026 Halten
35 /100
Eher schwach
75/100 25. August 2026
863
PUMA SE
PUM · XETRA
PUMA SE: A Fixable Brand, but the Price Already Pays for Part of the Fix 9. August 2026 Halten
35 /100
Eher schwach
— 9. August 2026
864
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return 6. August 2026 Halten
35 /100
Eher schwach
67/100 6. August 2026
865
JOINN Laboratories (China) Co., Ltd.
603127 · Shanghai
JOINN Laboratories (China) Co., Ltd. 28. Juli 2026 Meiden
35 /100
Eher schwach
— 28. Juli 2026
866
Absci Corporation
ABSI · USA
Absci Corporation: The Platform Is Real, but the Price Already Bets Big on ABS-201 25. Juli 2026 Halten
35 /100
Eher schwach
— 25. Juli 2026
867
Stellantis N.V.
STLA · USA
Stellantis: Deep Discount, Real Net Cash, and a Turnaround Still on Trial 3. Juli 2026 Beobachten
35 /100
Eher schwach
— 4. Juli 2026
868
Samsung SDI Co., Ltd.
006400 · Korea
Samsung SDI (006400.KO) Zen Horizon Research Report 9. Juni 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
869
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative 5. Juni 2026 Beobachten
35 /100
Eher schwach
— 5. Juni 2026
870
Archer Aviation Inc.
ACHR · USA
Archer Aviation (ACHR.US) Zen Horizon Research Report 5. Juni 2026 Beobachten
35 /100
Eher schwach
— 5. Juni 2026
871
Axcelis Technologies
ACLS · USA
Axcelis Technologies ACLS Deep Value Research 4. Juni 2026 Beobachten
35 /100
Eher schwach
— 5. Juni 2026
872
Moog Inc.
MOG-A · USA
Moog Long-Term Owner's View Research 3. Juni 2026 Beobachten
35 /100
Eher schwach
56/100 5. Juni 2026
873
The J. M. Smucker Company
SJM · USA
J.M. Smucker Value Investing Deep Dive 31. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
874
Eversource Energy
ES · USA
Eversource Energy: A Long-Term Business Owner's Deep Dive 28. Mai 2026 Beobachten
35 /100
Eher schwach
23/100 10. Juni 2026
875
Halliburton Company
HAL · USA
Halliburton: A Deep Dive on Long-Term Value 28. Mai 2026 Beobachten
35 /100
Eher schwach
31/100 10. Juni 2026
876
Consolidated Edison, Inc.
ED · USA
Consolidated Edison: A Long-Term Business Owner's View 27. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
877
General Motors Company
GM · USA
General Motors: A Deep Value Investment Analysis 26. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026
878
Marathon Petroleum Corporation
MPC · USA
Marathon Petroleum: A Deep-Value Investment Study 26. Mai 2026 Beobachten
35 /100
Eher schwach
39/100 11. Juni 2026
879
51WORLD
6651 · Hongkong
51WORLD: A Deep Research Report 25. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026
880
Newmont Corporation
NEM · USA
Newmont Through a Long-Term Owner's Lens 25. Mai 2026 Beobachten
35 /100
Eher schwach
28/100 10. Juni 2026
881
BXP, Inc.
BXP · USA
BXP: A Deep Value Investment Analysis 24. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
882
Amcor plc
AMCR · USA
Amcor: Packaging Platform and M&A Integration Study 23. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026
883
The Kraft Heinz Company
KHC · USA
Kraft Heinz: A Value Investing Deep Dive 22. Mai 2026 Vorsichtiger Kauf
35 /100
Eher schwach
— 11. Juni 2026